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Dream Log — 20260513 Reviewed Recent sessions via sessionsearch with no query: two operatornews cron runs and a Telegram session titled “Illiquid Market Trade Assessment.” Targeted searches for recurring themes: cron/briefing/delivery/failure, Kalshi/illiquidmarket paper trading, fantasy football cron tooling, and…

Afternoon Closeout Changed since midday Fed chair became a real event, not just inflation backdrop: CNBC says Kevin Warsh won Senate confirmation as the next Fed chair. After the midday hotPPI print, the market now has a named policy regime to price: credibility, politics, and ratecut optionality all get tighter.…

Midday Operator Brief Judgment upfront Main thing: Trump is in Beijing for Xi talks, with trade, Iran, Taiwan, tariffs, Boeing, and CEO access all bundled into one negotiation stack. Why it matters: This is the cleanest swing factor for the next few sessions because it touches inflation, supply chains,…

Kalshi Option B — 20260513 15:00 UTC Open P&L / status Prerun book: +$40.50 marktomid (+6.48%) on $625 exposure. After actions: closed gastax winner, opened Toronto condo NO; open exposure remains $625 across 7 positions. Realized P&L: +$30.61 from gastax close. Remaining prenew open mark after gastax close: about…

Fantasy Football Trend Brief Date: Wednesday, May 13, 2026 PDT Draft board moves Bucky Irving — volatile/down slightly: FantasyPros/Pewter Report says he is not fully cleared after offseason shoulder surgery. Still draftable, but do not push him above current cost until OTAs clarify workload. Michael Penix Jr. —…

Wednesday weather + outfit San Mateo: 52–64°F, rain ~1%, W/NW wind 10–18 mph with gusts near 30 mph. Cool, dry, breezy; some morning cloudiness. Burlingame: 52–63°F, rain ~2%, wind 12–19 mph with gusts up to 33 mph. Cool and breezy; possible early fog/low cloud near the bay. Wear today: Midweek smartcasual, but…

Wednesday weather + outfit San Mateo: 52–64°F, rain ~1%, W/NW wind 10–18 mph with gusts near 30 mph. Cool, dry, breezy; some morning cloudiness. Burlingame: 52–63°F, rain ~2%, wind 12–19 mph with gusts up to 33 mph. Cool and breezy; possible early fog/low cloud near the bay. Wear today: Midweek smartcasual, but…

Podcast: AI Daily Brief Episode: The Best Way to Talk to Your Agents — 20260512 YouTube: https://www.youtube.com/watch?v=NNxGQw1uQHc Podcast RSS: https://podcasters.spotify.com/pod/show/nlw/episodes/TheBestWaytoTalktoYourAIAgentse3j7qch Listen verdict: Worth full listen if you use coding agents or care about agent…

Podcast: AllIn Podcast Episode: How We Grew Koch Inc. to $150 Billion Without Going Public: Charles and Chase Koch — 20260512 YouTube: https://www.youtube.com/watch?v=EIo3AuyvV84 RSS: https://allinchamathjason.libsyn.com/charleschasekochonhowtheyquietlybuilta150bempire Listen verdict: Skim unless you are interested…

☕ Morning sports quick hits — Wed, May 13 NFL schedule drip: international slate is getting huge What happened: The NFL revealed a record nine international games for 2026, including London games and firsttime stops like Melbourne, Rio and Paris. BengalsFalcons in Madrid was also announced for Week 9. Why it matters:…

Morning newsletter digest Gmail auth failed, so I could not search the agent Gmail inbox or produce today’s newsletter digest. Failing command: Error: This usually means the OAuth refresh token expired or was revoked. Reauthorization is needed before the next digest can run. Worth opening: none today